Exit, Succession Planning, and Employee Ownership Options

​The workshop is a collaboration between Project Equity and San Francisco Small Business Development Center.

​Thinking about retirement? Planning your next venture? Or just wondering what will happen to your business when you step away? It’s never too early to prepare your succession plan.

​In this panel discussion, we'll cover key considerations for small business owners looking to navigate the succession planning process with confidence.

​We will discuss succession planing broadly, and learn about how employee ownership can preserve your legacy and secure a fair market value while benefiting your workers and your community.

​The panel will feature subject matter experts in both general and employee ownership succession planning, as well as worker owners from two local small businesses.

​Whether you’re actively preparing for succession or simply exploring your options, this session will help you evaluate your next steps for the future of your business.

​How to Get There:
Public Transportation (Recommended)
Parking is limited in the area, so we strongly encourage taking BART, Muni, or carpooling.

• ​BART & Muni: 1 block away from Embarcadero & Montgomery BART/Muni stations.

• ​Ferry & Regional Transit: Short walk from the Ferry Terminal and the Salesforce Transit Center.

​Driving & Parking

• ​455 Market Public Parking (Located at the building itself)

• ​525 Market Street Garage

• ​7 Fremont St Parking

• ​One Bush Street Garage